4692 results found
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Invoices - Automatically send invoice reminders for all overdue invoices
Seems a lapse in the system that you cannot send invoice reminders for over 60 days + for outstanding invoices
We have clients that still owe us money after 60 days and we have to manually review and resend, rather than the system just picking up that any invoice is outstanding / overdue and sending a reminder automatically
Would be nice if the system could just send an invoice reminder to any overdue invoice.11 votes -
Purchase Orders - Don't clear Delivery Instructions field when changing Delivery Address
I sometimes(Often) do not understand Xero's Developers Logic...
Purchase Order - Instructions Field. Can someone explain me why, If I change the "Delivery Address", the form automatically clears the Instruction field we just typed?
I first assumed that it was because I can attach specific instructions for a Delivery address... But I search high and low and I could not find such feature.
Xero, Please BE CONSISTENT.
If there is nothing to fill that Field, Do not erase it just to irritate us.
Better: Add an Instruction field to Contact delivery address. And fill the Purchase order Instruction Field automatically.…
3 votes -
Multicurrency - Choose source for exchange rates (other than XE.com)
Most of my clients are in the EU and want to use the ECB rates for transactions and not XE.com - can a choice of exchange not be included in the set up process or when activating the multicurrency option . I now have to enter the rates daily manually - it would save a LOT of time
2 votes -
UK Payroll - Change payroll journal date
The Payroll Journal dates are currently fixed to be the Pay Date, which is incorrect for any business that has hourly paid employees which must pay after end of month, when all hours are calculated.
Every month all of our P&L figures are wrong because of this. Nobody wants to have to waste time doing loads of manual journals every month, which have the potential for mistakes, when Xero has created a system which is supposed to automate this process.
Others have raised it but Xero never replied, see link at the bottom below.
The solution is:
Create "Payroll Journal…
10 votes -
Budget reports - Apply Profit & loss formatting
Can these reports be in the same format as the Profit and Loss Report
19 votes -
User - Bank feed refresh for read only users
We have bureau licences with read only access for clients - however when the bank feed drops they are unable to refresh without upgrading. As they have no other involvement it does not make sense for them to have upgraded access - can we allow them to do this on a slightly improved access level please?
5 votes -
Bank Rules - Add condition for transaction type
Bank Rules - Add condition for Transaction Type (and other Statement Details)
Sometimes loan payments only come through with the loan number as the payee, but the transaction is for Interest only. I want to be able to set up a bank rule based on the "Transaction Type" coming through in the bank feed so that Interest and Principal payments can be coded directly to the correct codes. Most banks have these details in one of "Payee", "Description", or "Reference". ANZ bank does not, there may be other banks that are similar.
I have tried to add criteria for this…
14 votes -
Customer Statement - Send an overdue invoice statement
The option to manually or automatically create an overdue statement for late paying customers
286 votes -
Sales Invoice | Expected Dates - Bulk Update
The "Planned Dates" feature in Bills to Pay works extremely well. Key element is that you can bulk update dates as required from a multiple selection.
The "Expected Date" feature has the same potential but also needs to be able to update invoice "Expected Dates" in bulk.
Invoices cannot be updated in bulk from Short Term Cashflow if a part-payment has been made against that invoice. Also, you can't update invoices Expected dates if they are not due yet.
27 votesThanks for the detail of why the Short term cashflows option is not viable for you here, Karl.
We don't have any immediate plans around this but will keep an eye on the appetite here and let you know if there's any plans made.
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AU Payroll - More user-friendly Timesheet filters
The current screen and filters for Xero timesheet is not user-friendly. In particular, firstly, it would be great if the Employee Name filter allowed you to type and search. Secondly, if the Employee Name filter could include multiple names that would be useful.
Lastly, not in the filters, but the tick boxes for each timesheet - if the tick box was bigger and next to the line, instead of in the timesheet line this would help. The way it is at the moment, it is too easy to accidentally go into a timesheet instead of ticking it to select for…2 votes -
Financial statement translation - show currency on an average rate
Please include the function to translate financial statement from the local/base currency to reporting currency.
Currently, the PL is converted at month end rate rather than the average rate. This is incorrect.
2 votes -
Reporting - Expand & collapse groups in report (rather than Layout editor)
After grouping accounts using the 'edit layout' function it would be great to be able to either expand or collapse each group while viewing the report, rather than having to go back into the 'edit layout' section to change the way the group appears.
25 votes -
Foreign currency - Change exchange rate behaviour
Re: Handling of Mutly-currency/translating foreign currency amounts into the functional currency
Multy currency is currently not fully supported in xero.
A foreign currency transaction should be recorded initially at the rate of exchange at the date of the transaction and then, at each subsequent balance sheet date, foreign currency monetary amounts should be reported using the closing rate.
This is true in xero only for Bank accounts, accounts receivables and payables set in foreign currency but not for other account.
As a result users are required to input periodical manual adjustments at each balance sheet date.We ask Xero to…
87 votes -
Bank Feed | Warning to check statement line imports when renewing feed
There is no warning that states that transaction can be missed when the bank feed is being renewed.
There should be a warning stating that during the time of renewal of bank feeds you will need to check in ensure all transaction/ stateliness have imported as some could be missed.
2 votes -
AU Payroll - Remove past employees from drop-down menu in payroll reports
It would be great to be able to remove past employees from the drop-down menus when generating Payroll reports. This would be particularly helpful for businesses who employ a lot of staff members, especially if there's a high churn rate.
10 votes -
Invoice Template - Option to remove VAT/Tax heading from all templates
An option on the templates to remove the VAT/Tax heading. For non-VAT registered companies this heading isn't relevant, therefore, should have the option to completely remove it.
1 vote -
Account Transaction Report - Related account drill down for invoices/bills
When filtered for the bank accounts in the account transaction report, the related account column often shows AR/AP for bills and invoices. This loses the visibility for us. It would be great to see further drill down of related account of each line item instead of just AR/AP.
1 vote -
2 votes
Hi Omar, thanks for posting in Product Ideas. Is there a certain place or way you'd expect Xero to restrict users if an amount entered in the budget was exceeded in Xero?
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Invoice payments - Pay now Paypal branding for debit card option
Square & Paypal payment texts.
Currently if I add square and paypal payment options to my invoice the Pay Now pop up at the customer end is confusing. The 3rd option which is a Paypal guest passthrough for credit/ debit cards does not have paypal branding. So customers might be confused by options 1 and 3 and I might have to pay more for paypal fees when not needed.
2 votes -
Invoicing - Duplicate draft invoice warning
Draft sales invoice. I would be helpful that when entering a sales invoice for a customer if Xero could advise/warn you that there is already a "Draft" invoice in the system.
I add to draft invoices each week, and sometimes a draft that is already in existence gets missed.8 votes
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